| # | Fund | Value | Shares | Change | Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $113.1M | 1.80M | NEW | Q1 2026 |
| 2 | STATE STREET CORP | $93.3M | 1.49M | ADDED | Q1 2026 |
| 3 | Point72 Asset Management, L.P. | $3.1M | 48.9K | REDUCED | Q1 2026 |
| 4 | FAIRHOLME CAPITAL MANAGEMENT LLC | $1.2M | 19.21M | REDUCED | Q1 2026 |
| 5 | CITADEL ADVISORS LLC | $496K | 7.9K | REDUCED | Q1 2026 |
| 6 | Gotham Asset Management, LLC | $352K | 5.6K | ADDED | Q1 2026 |
| 7 | Bridgewater Associates, LP | $211K | 3.5K | NEW | Q4 2025 |
No Form 4 insider transactions on file yet.
No filings captured for this ticker in the live stream yet.
| Company | Co-held by | Combined value |
|---|---|---|
| BANK OZK LITTLE ROCK ARKOZK | 5 funds | $345.1M |
| NVIDIA CORPORATIONNVDA | 4 funds | $178.6B |
| APPLE INCAAPL | 4 funds | $154.9B |
| MICROSOFT CORPMSFT | 4 funds | $114.8B |
| AMAZON COM INCAMZN | 4 funds | $84.2B |
| ALPHABET INCGOOGL | 4 funds | $66.2B |
| BROADCOM INCAVGO | 4 funds | $61.1B |
| ALPHABET INCGOOG | 4 funds | $54.1B |
| META PLATFORMS INCMETA | 4 funds | $52.3B |
| EXXON MOBIL CORPXOM | 4 funds | $36.6B |
| BERKSHIRE HATHAWAY INC DELBRK/B | 4 funds | $36.1B |
| ELI LILLY & COLLY | 4 funds | $33.1B |
Ranked by how many of JOE's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + the live filing stream, joined for JOE. Public domain, sourced to SEC EDGAR. Every panel above is one call to the Arkolith API & MCP server.